See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,496 | $67,214-60.6% | $61,491-56.9% | $134,475-80.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.46% | -12.08%-8.4pp | -12.98%-7.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $7,686 | $4,974+54.5% | $4,246+81.0% | $4,740+62.2% |
| Participant deferral / active EE | $9,618 | $6,103+57.6% | $5,188+85.4% | $6,400+50.3% |
| Admin fee / account holder | $1,676 | $4,610-63.6% | $4,312-61.1% | $11,426-85.3% |